Ajinomoto Build-up Film (ABF)
Sole-source dielectric film for high-end substrates
Ajinomoto's Build-up Film is the near-monopoly dielectric insulating material used in the build-up substrates of virtually every high-performance processor and AI accelerator. A single Japanese food-and-chemicals company holding this position is a textbook hidden single-point-of-failure in the AI supply chain.
Supplier
Ajinomoto (Japan)
Position
near-monopoly on ABF
How it fits the stack
Ajinomoto Build-up Film (ABF) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Ajinomoto Build-up Film (ABF) in the AI stack. Ajinomoto Build-up Film (ABF) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 6 relationships
- Ibiden —supplies→ Ajinomoto Build-up Film (ABF)
- Ibiden —sources→ Ajinomoto Build-up Film (ABF)
- Nan Ya PCB —supplies→ Ajinomoto Build-up Film (ABF)
- Shinko Electric Industries —supplies→ Ajinomoto Build-up Film (ABF)
- Unimicron / ABF substrate makers —supplies→ Ajinomoto Build-up Film (ABF)
- Unimicron / ABF substrate makers —sources→ Ajinomoto Build-up Film (ABF)
Feeds ↓ · 6